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| Keyboard |
| Trio Wealth Management LLC
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|---|---|
| CRD # | 328042 |
| SEC # | 801-134440 |
| CIK # | |
| AUM | 134.0 M (2026-03-23) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 703-459-9171 |
| Address | 774A Walker Road Great Falls, VA 22066 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 7.4 |
| (b) Individuals (high net worth individuals) | 49 | 125.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 338 | 134.0 |
| By Discretionary | ||
| Discretionary | 338 | 134.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 338 | 134.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.0 | |
| Total | 338 | 134.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cassilly Financial Group LLC
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MD | 135.5 M |
|
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|
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|
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Tumolo Wealth Management LLC
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|
Arete Wealth Strategists LLC
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|
DBD Retirement and Financial Services LLC
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|
133.7 M | |
|
Summitpoint Capital Management
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CO | 132.5 M |